Analyst Day 2016 Presentation
Transcript of Analyst Day 2016 Presentation
locate, communicate, accelerate
Analyst Day September 23, 2016
Agenda
9.45 Registration & Coffee
10.00 Welcome: Thomas Seiler
10.10 Company overview & strategy: Thomas Seiler
10.40 Positioning: Daniel Ammann
11.10 Short Range: Herbert Blaser
11.40 Coffee break
12.00 Cellular: Andreas Thiel
12.40 Key takeaways: Thomas Seiler
13.00 Lunch
© u-blox Holding AG Slide 2
Disclaimer
This presentation contains certain forward-looking statements. Such forward looking statements reflect the current views of management and are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause actual results, performance or achievements of the Group to differ materially from those expressed or implied herein.
Should such risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in this presentation.
u-blox is providing the information in this presentation as of this date and does not undertake any obligation to update any forward-looking statements contained in it as a result of new information, future events or otherwise.
© u-blox Holding AG Slide 3
Thomas Seiler Company overview & strategy
Our vision
© u-blox Holding AG Slide 5
To be the leading, industry-quality supplier of communications and positioning components in
The Internet of Things that Really Matter
u-blox: enabling the Internet of Things (IoT)
• Founded in 1997
• Listed on the SIX Swiss Exchange since 2007 (SIX:UBXN)
• Global semiconductor player
• The only company focusing on wireless and positioning, leading technology
delivered as both integrated circuits and modules
• 2015 Revenue/ 2016 H1 revenue: CHF 338m resp. 180m
• 2009-2015 compounded annual growth 28%
• 800 employees worldwide (end of June 2016)
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A global semiconductor player
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Revenue by geography / EBITDA in m. CHF U-blox revenue split per market
Strong product line-up for IoT
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Differentiated Portfolio Tailored to Market Requirements
Positioning Cellular
Communication Short Range
Communication
Integrated Circuits
Modules
Services and Solutions
CellLocate®
AssistNowTM eCall
Hotspot Reference Designs
Maker boards
• Essential wireless technologies: POS, CEL, SHO • Unique combination of chips and modules
Deep product portfolio
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Positioning Cellular
Communication Short Range
Communication
Standard PVT Low Power PVT
2G 3G
BT
High Precision 4G 5G
BT-LE
Dead Reckoning RPMA Wi-Fi
Timing LPWA Gateways
Expanding the customer base
• Broad customer base with more than 5700 customers and significant market share
• Expanding customer base: customers in more than 66 countries worldwide.
• Customer diversity: Top 65 customers in 24 countries
• No single customer responsible for more than 8% of total sales
• 15 sales offices
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5700 CUSTOMERSWORLDWIDE
15 SALES
OFFICES
66 COUNTRIES
WORLDWIDE
u-blox leading connectivity technology for the Internet of Things that Really Matter
• Strong intellectual property in LTE, BT and Wi-Fi
• Technology leader in GNSS
• Driving connectivity for adoption to IoT
• Positioning an important function for IoT
• Gateway capability
• Low bandwidth LTE forecast to deliver substantial volume, and opening new applications
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Technology leadership - a long history of innovation for accelerated growth
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First surface mount GPS
receiver
1998
u-blox launches its first GPS receiver chip
2002
Supersense
2004
First Cellular UMTS (3G)
module
2010
CDMA
CellLocate
Precise Point Positioning
2011
GLONASS
2013
M2M
LTE/4G module
2014
3D Automotive Dead Reckoning
positioning
UBX-R chipset
2015
Bluetooth technology to the portfolio
2016 2018
UBX-R Technology
IOT
Untethered 3D Dead
Reckoning (UDR) module
BEIDOU
Centimeter-level Precision GNSS
technology
First cellular Narrowband IoT (NB-IoT)
module
Automotive-grade
positioning modules
H1.2016 KPI
• 17.9% of revenue spent on R&D
• 534 R&D engineers
• 14 R&D centers
• 2005: 800.000 chips sold, 2015: 66 mio
2012
Acquisitions: Strong accelerators for expanding the company
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2009 2010 2011 2012 2014 2015
POSITIONING Geotate Air Semi* SigNav* Fastrax
CELLULAR NeonSeven Fusion Wireless
4M Wireless Cognovo
SHORT RANGE
connectBlue antcor
lesswire*
*Acquisition of assets
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u-blox created LTE technology sockets
u-blox has selected a range of complementary, secure, private and reliable LPWA1 technologies:
© u-blox Holding AG Slide 15
1 Low Power Wide Area
CatM1 Cat NB1 RPMA
Ingenu Unlicensed Spectrum
Public or Private Networks
Cat 1
3GPP Licensed Spectrum Public Networks
The internet of things that really matter – IoT market will become large
• M2M deployments to grow strongly
• Price points to decline
• Strong integration into chipset feasible for low Cat modems
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Source: ABI research 2016 Cellular M2M
Mobility and the Internet of Things drive our markets
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Internet of Things
Sensors & Actuators Content
Mobility
Rover
Infrastructure
Mobility and the Internet of Things drive our markets
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Internet of Things
Sensors & Actuators Content
Mobility
Rover
Infrastructure
Source: u-blox estimates
400 million BLE beacons shipping in 2021
90m cars sold with USD300 electronic components
content by2020
65m smart meters installed by 2020
20b connected devices by 2020
3 areas of growth opportunities for u-blox
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Connected vehicle Connected city Connected industry
Connected vehicle
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Automated parking technology to grow by 30% CAGR over next decade
7.7 million truck platoon systems to ship by 2025
Over 342 million connected auto infotainment systems to ship between 2015-2020 (Source: ABI research, 2015)
u-blox markets
• ADAS
• Car connectivity
• Driving recorder
• Emergency call
• In-car navigation
• Insurance box
• Mobile gaming
• Road pricing
• Stolen vehicle recovery
• Vehicle telematics
• Vehicle tracking
• Infotainment
• V2X
The future of the connected vehicle
Slide 21 © u-blox Holding AG
2015 2020 2025 2030
Basic V2X Communication
• Roadwork warning • Emergency Vehicle
Warning • Traffic-jam warning • Post-crash warning
Fusion of V2X and Sensor Data
• ACC-Adjustment • Lane Change
Warning • Simple Merge-In
warning
Fully Developed Situation Analysis
• Advanced Merge-in
assistance • Hazardous Area
Warning • Platoon start at
intersection
Active Coordination • Highly Automated
Driving • Cooperative
Merging • Overtaking
Assistance
V2X Basis Data Fusion Collective Perception Cooperative Agreements
Wireless connectivity and high precision positioning enable the autonomous car.
Connected city
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Smart home device shipments to double by end of 2016
Home care robotics to revenue to quadruple to $6 Billion by 2025
Smart clothing market to hit 18 million items by 2021
Smart meter rollouts to exceed 1.1 Billion by 2021
(Source: ABI research, 2015)
u-blox markets
• Point of sales
• Home entertainment
• Metering
• Mobile hotspot & router
• Street light systems
• Traffic management system
• Waste & water management
The future of the connected city
Slide 23 © u-blox Holding AG
2015 2020 2025 2030
Smart meters
• Power balancing • Supply stability • Network
management
Smart infrastructure
• Adaptive capacity • Preventive
maintenance
2000W community • Power and energy
control • Optimizing supply
and demand • Reduction of losses
Autonomous public transport
• More granular transport capacity
• Adaptive capacity • Reduction of
foot print
Collective Perception
System adoptions Deep change Optimization
Cellular and positioning technology at the route for connected infrastructure.
Connected industry
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Goods tracking market to swell to $5.6 Billion in 2021
From 2014 to 2020, the number of connected industrial controllers will triple; growing at an average rate of 20%
Global wireless sensor network market expected to grow to $ 1 Billion by 2020
Source: (Technavio 2016)
u-blox markets
• Asset tracking
• Aviation & UAV
• Healthcare
• Industrial terminal
• Machine control
• Monitoring & control
• People & animal tracking
• Router and gateway
• Security
• Farming
• Fleet management systems
The future of the connected industry
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2015 2020 2025 2030
Cloud and agility
• Smart service • Customer feedback • Self learning
Smart Engineering • Digital
collaboration • Digital modeling
Smart Factory (Industry 4.0)
• Integrated planning • Proactive
maintenance • Process automation • Product lifecycle
Digital Marketing • CRM • Omni channel
presence • Self service portals • Dynamic pricing
Agility Fast loop Closed loop Cooperative loop
Wireless technology makes the things that matter connected.
Continuous growth and profitability (1)
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Gross Profit trend EBIT trend
Continuous growth and profitability (2)
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Geographical revenue mix Application revenue mix
Outlook Goals
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• Grow business with new products
Wireless
• Expansion of module product line for 4G and LPWA
Positioning
• Business growth based on u-blox M8 and u-blox 8
• Attractive new products
Short Range
• Expansion of product line
• Growth driven by many IoT* applications
• Continued focus on strategic development
• Strengthening of the global presence
• Operational excellence for higher efficiency
*) Internet of Things
Financial performance outlook 2016
Slide 29 © u-blox Holding AG
• Continued business growth in 2016
• Impact by product mix on relative gross margin
• Natural hedging protects relative gross margin against foreign exchange variations
Actual
FY 2015
Actual
H1.2016
Guidance 2016 Revised Guidance 2016*)
Revenue 338.3m 179.7m 395m…405m 375m…385m
EBIT 51.3m 27.8m 56m…60m 56m… 60m
CHF CHF CHF CHF
+10% of USD EUR GBP
Revenue + 8.4% + 1.5% 0%
EBIT + 23.6% + 1.2% - 2.0%
• Exchange rate assumptions for 2016: EUR/CHF: 1.08 USD/CHF: 0.97 GBP/CHF: 1.42
• FX-sensitivity against CHF on Guidance 2016
*) This guidance is based on the absence of unforeseen economic adversity and exchange rates assumed at budget level
Key takeaways
u-blox positioned for profitable growth
Technology Leadership: investing to expand our technology roadmap and lead in wireless technology for IoT
Consistent Execution: First to market with new products tailored to various applications
Growing organization to meet market demands
© u-blox Holding AG Slide 30
locate, communicate, accelerate
Daniel Ammann, Positioning
© u-blox Holding AG
Positioning product center – Key facts
• 4 Research and Development locations
(Thalwil/CH, Reigate/UK, Espoo/FI and Tampere/FI)
• Scope of the team:
• Products determining Position, Velocity, Time of a stationary or moving object
• Primarily satellite based (“GNSS”), but also with terrestrial or inertial systems
Slide 32
Applications where we lead
• Market leader in GNSS for in-car navigation systems
• Market leader in GNSS-enabled Infrastructure • e.g. street lighting, cellular base stations
• Market leader for affordable high precision GNSS for UAVs • Consumer and Prosumer Drones
• Benchmark in performance and cost-effectiveness for asset tracking
• Enabler for innovative consumer products • kid & elderly trackers, after-market head-up displays, wearables, sports
analytics, advanced research and development projects
© u-blox Holding AG Slide 33
Product porfolio overview
• Standard precision • Meter level accuracy
• Cost-efficient product portfolio
• Suitable for most applications
• High tracking sensitivity
• Low power consumption
• High precision • Centimeter to decimeter level accuracy
• Dead Reckoning • 100% positioning coverage incl. tunnels and urban canyons
• For road-vehicle applications
• Timing & Frequency • For stationary and time, or frequency synchronization
© u-blox Holding AG Slide 34
LEA 17 x 22.4 mm
CAM 9.6 X 14 X 1.95 mm
NEO 12.2 x 16 mm
EVA 7 x 7 mm
MAX 9.7 x 10.1 mm
u-blox module form factors – de-facto industry standards
Key products: High precision for the mass market
• NEO-M8P - the smallest high precision module for the mass market (12.2 x 16 x 2.4 mm)
© u-blox Holding AG Slide 35
Target markets
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UAV Agriculture Machine Control Robotic Guidance
Pro Sports Survey & Mapping
Anything that needs cm-level accuracy, and that accepts baseline constraints & open sky environments
Centimeter-level precision for the mass market video
© u-blox Holding AG Slide 37
• Industry’s smallest UDR product
• Full design flexibility
• Low cost of ownership - Ideal for high volume
• Industry’s first UDR module
• Complete solution with integrated sensors
• Ideal for any road vehicle application
Application Processor
DR position
NEO-M8U
EVA-M8E
Inertial Sensor*
SQI Flash
Application Processor 7 x 7 x 1.1 mm
LGA 43 12 x 16 x 2.4 mm
LCC
Key products: Untethered Dead Reckoning
© u-blox Holding AG Slide 38
Navigation in the city
• Narrow and curved streets between high-rise buildings
• Underground parking
• Positioning required without degradation of accuracy
© u-blox Holding AG Slide 39
Performance comparison to GNSS only
• NEO-M8U provides accurate navigation (e.g. downtown Frankfurt)
© u-blox Holding AG Slide 40
GNSS only UDR
Key Project
• Generation after u-blox M8 – launching 2017 • Focus on performance, versatility, cost-effectiveness
• Main segments: automotive, mass market high precision,
• Successor to the M8 series
© u-blox Holding AG Slide 41
Telematics services
V2X Communication
Enabling the Connected Vehicle
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eCall / ERA Glonass
ADAS
Navigation and traffic data
Autonomous Driving
Enabling the Connected City
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Street lighting (standard GNSS)
4G base station infrastructure, finance trading
Road pricing (UDR/ADR)
Credit card terminals
Parking meters Parking slot management
Enabling the Connected Industry
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Precise Timing of Communications
systems
Asset tracking Survey / monitoring
Autonomous Robotic tractors
Indoor positioning
Market trends & future perspective
• Autonomous vehicles • Airborne: Delivery Drones
• Land vehicles: Autonomous Cars, Trucks, Lawnmowers, Tractors
• Mass Market High precision enables new applications and scale-up
• Significant technical challenges • Safety
• Security
• Accuracy
• Price points
• Indoor location systems • Applications beyond low-accuracy Bluetooth beacons
• Consolidation and standardization expected
© u-blox Holding AG Slide 45
Key takeaways
• Sustainable and innovative product road map
• Competent technical and commercial support worldwide
• High product quality due to large volumes
• Module and chip availability
• Fast and reliable delivery times
© u-blox Holding AG Slide 46
locate, communicate, accelerate
Herbert Blaser, Short Range
Key facts Product Center Short Range Radio
• Set up in May 2014 through acquisition of Swedish start-up connectBlue
• Expanded by two additional acquisitions: Antcor (Greece) and lesswire (Germany).
• Locations and people were kept, and team sizes expanded
• Short range activities at the three inherited sites Malmö (SE), Athens (GR), Berlin (DE), and a few in Thalwil (CH)
• Key products:
• Modules, i.e. ready-made sub-systems to be embedded into end products. We take care of the difficult design and certification aspects
• Technologies: Bluetooth, Bluetooth Low Energy, Wi-Fi and combinations of these
© u-blox Holding AG Slide 48
© u-blox Holding AG Slide 49
Connected vehicle – short range communication in the car
Internet connectivity Rear seat entertainment
Car to external hotspot Key-less entry
Connected vehicle – communication between cars
• Vehicle to Everything (V2X) is a field-proven wireless technology that allows vehicles to communicate with each other (V2V) and with the infrastructure (V2I)
• Road Safety and convenience are the key drivers for the deployment of this technology
• Based on a variant of Wi-Fi (802.11p) and operates in unlicensed bands
• Activities ongoing in the US, Europe, Japan and other countries to mandate this technology for new cars
© u-blox Holding AG Slide 50
Connected vehicle – V2X communication
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Connected city and connected industry
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• It’s all about: • knowing what machines
and things do, and
• being able to control these things
Gateway
Bluetooth and Wi-Fi: short range radio
© u-blox Holding AG Slide 53
Bluetooth
• Replaces cables for personal devices
• Short distance 10 – 100m
• Low to medium data rates
• Low power consumption (Bluetooth Low Energy)
Typical applications:
• Audio Headset
• Mouse, key board
• Portable printer
• Medical equipment
Wi-Fi
• Connects devices in a network
• Medium distances up to 300 m
• High to very high data rates, e.g. for videos
Typical applications:
• Wireless internet access for everything that is mobile: tablets, mobile phones, notebooks, cameras, cars
© u-blox Holding AG
Demo: what numbers do the dice show?
• We want to know the number shown on the dice at any time
• We cannot see the dice
Slide 54
Demo setup: what numbers do the dice show?
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Database
Gateway
The dice transmit their orientation
• The dice contains a Bluetooth Low Energy module NINA-B1
• The modules wake up when shaken and send the orientation of the dice
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NINA-B1 10 x 14 mm
The gateway collects the data and passes it on
• The gateway contains the module ODIN-W2
• The gateway is always on and listens whether one of the dice sends an update
• When new information is available, the data is forwarded on to the database in the cloud
© u-blox Holding AG Slide 57
Gateway
ODIN W2
The information can be accessed from the internet
• The current orientation of all dice can be accessed from a website, from anywhere in the world
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Database
What numbers do the dice show?
© u-blox Holding AG Slide 59
Database
Strong growth of Wi-Fi and Bluetooth market
• Many module and chip players in this market
• Consolidation likely to happen
© u-blox Holding AG Slide 60
Company estimate
Consumer market 1700 M. units in 2020
Market trends & future perspective Things become smarter
• Efficiency gains thanks to connection to environment and the cloud
• Cables are more and more replaced by wireless connections: cheaper and more reliable
• This mega-trend towards connection to the internet has just started
Cars communicate with each other and the infrastructure
• Allows for reduction of accidents and gains in traffic efficiency
Security and data privacy implications need to be addressed by industry and legislation
© u-blox Holding AG Slide 61
u-blox is well positioned to deliver solutions that support core requirements of the IoT.
Key takeaway Short Range Radio
• Short range radio is used to connect things in the neighborhood, without the need for an infrastructure (no operator).
• Bluetooth Low Energy and Wi-Fi are the key short range radio technologies
• V2X communication is a key element towards the autonomous car, as it allows vehicles to communicate with each other and the infrastructure. We expect that many countries will soon mandate this technology in new cars.
• u-blox offers a complete range of short-range modules for Bluetooth, Wi-Fi and V2X
• u-blox takes large initiatives to address the great potential of expected growth of the market
© u-blox Holding AG Slide 62
Andreas Thiel, Cellular
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Cellular standards evolution
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Cellular standards evolution
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Cellular standards evolution
LPWA Definition
Low-Power, Wide-Area (LPWA) network is a generic term for a group of technologies with the following key characteristics:
© u-blox Holding AG Slide 67
LPWA technologies complement existing cellular mobile networks and short range technologies, enabling wide area communications at lower cost points and better power consumption characteristics for far greater deployment location freedom.
• Limited data communications throughput capacity
• Low power, long battery life (often in excess of 10 years)
• Wide area connectivity and coverage penetration characteristics
• Narrowband operation and reduced system complexity
TEASER
© u-blox AG Slide 68
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Full technology coverage with modules (3rd party chipsets)
© u-blox Holding AG Slide 70
Own cellular technology for strategic focus
Focus market segments
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• Smart Payment & Vending
• Smart Metering & Industrial Automation
• Smart City & e.Monitoring
• Connected Health
• Industrial Asset Tracking
• Smart Buildings
• Auto-Line Fit / OEM
• Vehicle Tracking
• Insurance
• Aftermarket Telematics
• Gateways & Routers
• Wearables – Trackers
• Wearables – Sports & Fitness
• Wearables – Smart Wearables
• Wearables – Action Cameras
Industrial Automotive Consumer
• Connected City • Connected Industry • Connected Vehicle
u-blox differentiators: Customer Focus and MORE
© u-blox Holding AG Slide 72
Market-Specific Differentiators
Ownership of Core Technology
Reduced System Complexity
Ecosystem Enablement
Customer Focus
• Industrial
• Automotive
• Consumer
• LTE Chipsets
• RF Chipsets
• Source Code Access
• FOTA
• CellLocate
• Secure by Design
• Solutions
• Reference Designs
• Nested HW Design
• Common API
• Strategic Partnerships to facilitate end to end / device to cloud.
• Global MNO Certification
• Cloud Platform Agnostic
• Local FAE Support
• Documentation
• Design Reviews
• Evaluation Kits
• Don’t compete with customer
Industrial asset tracking applications are diverse …
… but all share the same basic function blocks: • Micro Controller Unit (MCU)
• Communication Modem
• Optional GNSS Receiver 1)
© u-blox Holding AG Slide 73
1) Global Navigation Satellite Systems: GPS, GALILEO, GLONASS, QZSS, etc.
The u-blox asset tracking platform
• State of the art technologies
• Combining Wireless and GNSS lowers system costs
• Drop-in solution for simple migration between generations and technologies
• Future proof thanks to form-factor roadmap
• License free services for positioning in areas of poor or no GNSS reception
• Chip SIM support for highest reliability
© u-blox Holding AG Slide 74
Cellular enabled connected vehicle applications
© u-blox Holding AG Slide 75
Navigation and traffic data
V2X Communication
Hands-free Telephony
Rear seat Entertainment
1st mount telematics services
eCall / ERA Glonass
In-car Hotspot
ADAS
External hotspots
Connected Vehicle • Applications: In-car infotainment, usage-based insurance, fleet management,
crash notifications, roadside assistance, stolen vehicle recovery, vehicle diagnostics
• Legislative / Regulatory Drivers: eCall (EU, 2018), ERA-GLONASS (RU, 2017), CONTRAN 245 (BR, TBD)
• Market Constraints: Vehicle replacement rates, OEM planning cycles
• Technology Constraints: LTE network coverage, smartphone as hub
© u-blox Holding AG Slide 76
Data rate Mobility Battery life Voice Time to market
Cost Sensitivity
Varies High Short Some Varies Varies
Infotainment: LTE Cat 4+
Voice Applications: 3G, LTE Cat 1
Other Applications: LTE Cat M1 / RPMA
TOBY-L4 series – LTE System Architecture At the heart of the connected vehicle
Slide 77 © u-blox Holding AG
Connected City
© u-blox Holding AG Slide 78
• Applications: Street lighting, Waste Mgmt, Parking, Remote Monitoring, Metering, Smart Buildings, Payment & Vending
• Legislative / Regulatory Drivers: Energy efficiency and emissions initiatives (EU 20/20/20, UK’s carbon tax and Japan expediting its energy savings goals after Fukushima)
• Market Constraints: Long design cycles, lack of information among decision-makers, investment costs
• Technology Constraints: Competing technologies to cellular (i.e. wired, RF)
Data rate Mobility Battery life Voice
Time to market
Cost Sensitivity
Varies Low…None Medium None Medium Varies
Video Surveillance: LTE Cat 1 (or higher)
Other Applications: 3G, LTE Cat M1 / NB1, RPMA
Slide 79 © u-blox Holding AG
Cat NB1 – Ideal for Smart Gas & Water Meters.
Cat NB1
Billions of connections (150k per cell)
Secure & Reliable. Industry standards based.
Optimized for low power consumption (10+ year battery life)
Integrates into cellular system. Easy deployment.
Extended long range coverage and deep penetration indoors & underground
© u-blox AG Slide 80
u-blox has been an early pioneer of NB-IoT and we’ve worked closely with companies including Vodafone, Deutsche Telekom and Huawei to complete the first successful commercial trials of pre-standard NB-IoT in Smart Metering applications.
Slide 80 © u-blox Holding AG
Water Metering Spain 2015, 2016
1st pre-standard Cat NB1 message
Each technology addresses unique use cases & markets
© u-blox Holding AG Slide 81
LTE Cat M1 LTE Cat 1 LTE Cat 6
N series R4 series R2 / R3 series Planned
LTE Cat NB1 RPMA
Planned
LTE Cat 4
L2 series
Highest performance & data rates
Lower complexity, lower data rates, lower power consumption
Voice / video
Mobility
u-blox chipset inside
Smart Metering & Industrial Automation
Insurance
Smart Payment & Vending
Smart City & e.Monitoring
Smart Buildings
Connected Health
Auto-Line Fit / OEM
Vehicle & Asset Tracking
Aftermarket Telematics
Gateways & Routers Wearables
Agricultural & Environmental
u-blox LTE Modem Technology – Rationale
© u-blox Holding AG Slide 82
u-blox LTE modem technology is designed for IoT, focused on long lifecycles and prioritizing features important for IoT applications.
Combined with Positioning and Short Range, u-blox offers a unique portfolio of products and technologies designed for IoT.
LARA-R3 is a series of single mode LTE Cat 1 modules and complements u-blox' existing multimode LTE Cat 1 portfolio with modules that will also provide integrated GNSS.
Single supplier for modules and chipset solution, uniquely enabling smooth transition from modules to chipset-based design.
u-blox is in full control of its own product roadmap, features, quality and costs.
UBX-R3 represents the first milestone in a long-term strategy to create LTE modem technology designed for IoT and M2M.
u-blox will be the only cellular module maker in the market, where module, modem and GNSS technology were developed by a single supplier.
Designed for IoT Technology Leadership
Competitive Differentiation
Complements Product Roadmap
LTE Technology in first u-blox LTE platform UBX-R3
• Designed for the Internet of Things • Modem technology designed for IoT (not for a cell phone)
• Professional grade, designed & built for industrial & vehicle use
• Robust communication in harsh environments – temperature, vibrations, velocity, EMI
• Cost optimized system design for LTE single mode Cat1
• Long term availability for long product lifecycles in IoT / M2M applications
• In-house, in-depth technical knowledge enabling outstanding customer support
• Flexible software-defined modem architecture for fast feature / 3GPP updates
• Modem optimizations can meet specific use-case requirements
• Secured Assets • u-blox trusted domain security
• End-to-end security supported (secure firmware, secure transport layer, secure interfaces, secure APIs)
• Located Assets • u-blox 8 GNSS receiver on chip
© u-blox Holding AG Slide 83
Why chipset and module
All our IP is contained in the chip
Module is the most efficient form of transferring technology to the OEM
• Complete building block
• Fully tested
• Certified for global use
• Cost efficient
• Low deployment risk
© u-blox Holding AG Slide 84
u-blox LTE IP: The basis for more – LPWA modems
• Full LTE technology IP in-house
• Mixed signal chip with baseband and RF
• Signal processing (PHY layer)
• LTE Protocol stack
• Testing
• Certification
• Complete modem module
• IP can be extended to all LPWA categories with limited effort and risk
© u-blox Holding AG Slide 85
Key points
Huge growth potential in LPWA for professional cellular data traffic
u-blox offers leading products for all deployed cellular standards
The future technology is LTE-only
• u-blox builds a unique and strong product portfolio based on own chipsets
• Market taking off this year
Variety of solutions addressing different use cases
Margin improving in mid-term thanks to own silicon
© u-blox Holding AG Slide 86
u-blox R3 LTE technology demo Overview
Slide 87 © u-blox Holding AG
U/L data - streaming video (via UDP)
D/L data - streaming video (via UDP) Stream downlink video
Play uplink video Stream uplink video Play downlink video
Network signalling & diagnostic charts
RF
UBX-R3 development
platform
LTE Network Simulator
Ethernet Ethernet
Thank you!
locate, communicate, accelerate